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Whipplewood Advisors’s PNC Financial Services PNC Stock Holding History

Whipplewood Advisors’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2K Buy
+54
New +$11.8K 0.01% 468
2025
Q3 		– Sell
-102
Closed -$19K – 936
2025
Q2 		$19K Buy
102
+77
+308% +$13K 0.01% 470
2025
Q1 		$30.4K Sell
25
-148
-86% -$27.9K 0.02% 381
2024
Q4 		$33.4K Buy
+173
New +$34K 0.02% 374

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Whipplewood Advisors's PNC Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in PNC Financial Services (PNC) in Q1 2026: 54 shares worth $11.2K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in PNC as recently as Q2 2025.

Whipplewood Advisors first reported a position in PNC in Q4 2024 and has held it in 4 quarters since. The position peaked at $33.4K in Q4 2024. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Whipplewood Advisors held 54 shares of PNC Financial Services worth $11.2K as of Q1 2026.
  • PNC Financial Services was a new Whipplewood Advisors position in Q1 2026.
  • PNC Financial Services made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #468 holding.
  • Whipplewood Advisors first reported a position in PNC Financial Services in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's PNC Financial Services position peaked at $33.4K in Q4 2024.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.